FXL vs SMH

AFXL

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FXL $15,005

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−15.3%FXL · worst fall in 1Y

Held in common10.2%FXL and SMH

FXL

SMH

First Trust Technology AlphaDEX Fund · $2.6BVanEck Semiconductor ETF · $60.7B

+23.1%3 years · per year$18,639 · $33,022+48.9%

+8.5%5 years · per year$15,005 · $34,950+28.4%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $24 on $10k0.24%

−15.3%Worst dropSmaller wins−33.1%

27.8%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXL · SMH

1.2%ADI5.0%

1.1%AMD5.0%

1.1%NVDA21.0%

1.0%TXN6.2%

Held in common10.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AFXL	First Trust Technology AlphaDEX FundRead Desk		0.60%	0.00%	+1.0%	+17.2%	+14.5%	+23.1%	+8.5%	−15.3%	$2.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXL vs SMH

FXL

First Trust Technology AlphaDEX Fund

$15,005

SMH

VanEck Semiconductor

$34,950

MeasureFXLSMH

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.00%0.24%

5 years, per year+8.5%+28.4%

3 years, per year+23.1%+48.9%

Worst drop · 1Y−15.3%−33.1%

Volatility · 1Y27.8%42.9%

4–2measures won
SMH first

10.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FXL, SMH

Today

10.2%most shared, FXL and SMH

FXLSMH

FXL—10.2%

SMH10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee